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Brogan Financial’s JPMorgan Chase JPM Stock Holding History

Brogan Financial’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$428K Sell
1,454
-14
-1% -$4.25K 0.19% 32
2025
Q4 		$473K Sell
1,468
-345
-19% -$107K 0.21% 30
2025
Q3 		$572K Buy
1,813
+20
+1% +$5.95K 0.24% 24
2025
Q2 		$520K Buy
1,793
+57
+3% +$14.5K 0.23% 26
2025
Q1 		$426K Buy
1,736
+397
+30% +$101K 0.21% 35
2024
Q4 		$321K Buy
1,339
+63
+5% +$14.7K 0.16% 40
2024
Q3 		$269K Buy
1,276
+95
+8% +$20K 0.15% 44
2024
Q2 		$239K Buy
1,181
+52
+5% +$10.2K 0.15% 41
2024
Q1 		$226K Buy
+1,129
New +$204K 0.15% 40

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brogan Financial's JPM Position: Q1 2026 in Review

Brogan Financial reduced its JPMorgan Chase (JPM) stake by 0.95% in Q1 2026, selling an estimated $4.25K and leaving 1,454 shares worth $428K. The position accounts for 0.19% of the portfolio, ranked #32.

Brogan Financial first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $572K in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Brogan Financial held 1,454 shares of JPMorgan Chase worth $428K as of Q1 2026.
  • Brogan Financial sold 14 JPMorgan Chase shares in Q1 2026, an estimated $4.25K.
  • JPMorgan Chase made up 0.19% of Brogan Financial's portfolio in Q1 2026, its #32 holding.
  • Brogan Financial first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
  • Brogan Financial's JPMorgan Chase position peaked at $572K in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.